TCI Wealth Advisors’s LGI Homes LGIH Stock Holding History

TCI Wealth Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-38	Closed	-$4.33K	–	1313
2023 Q1	$4.33K	Hold	38	–	–	﹤0.01%	1627
2022 Q4	$3.52K	Sell	38 -4	-10%	-$366	﹤0.01%	1757
2022 Q3	$3K	Buy	42 +6	+17%	+$588	﹤0.01%	1789
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	1828
2022 Q1	$4K	Sell	36 -12	-25%	-$1.48K	﹤0.01%	1729
2021 Q4	$7K	Hold	48	–	–	﹤0.01%	1431
2021 Q3	$7K	Sell	48 -10	-17%	-$1.58K	﹤0.01%	1362
2021 Q2	$9K	Buy	58 +10	+21%	+$1.66K	﹤0.01%	1043
2021 Q1	$7K	Buy	48 +30	+167%	+$3.6K	﹤0.01%	1064
2020 Q4	$2K	Hold	18	–	–	﹤0.01%	1235
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	1130
2020 Q2	$2K	Hold	18	–	–	﹤0.01%	1078
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	1275
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	1371
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	1321
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	1234
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	1251
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	1252
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	1259
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	1321
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	1172
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	1222
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	1147
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	1161
2017 Q1	$1K	Buy	+18	New	+$549	﹤0.01%	1121
2016 Q4	–	Sell	-69	Closed	-$3K	–	1413
2016 Q3	$3K	Buy	+69	New	+$2.43K	﹤0.01%	868

Other funds holding LGIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

TCI Wealth Advisors's LGIH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of LGI Homes (LGIH) in Q2 2023, closing a stake of 38 shares — an estimated $4.33K sold.

TCI Wealth Advisors first reported a position in LGIH in Q3 2016 and held it in 26 quarters. The position peaked at $9K in Q2 2021. 224 funds tracked by Wall St. Rank hold LGIH as of Q2 2023.

TCI Wealth Advisors reported no remaining LGI Homes position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 38 LGI Homes shares in Q2 2023, an estimated $4.33K.
TCI Wealth Advisors first reported a position in LGI Homes in Q3 2016 and held it in 26 quarters.
TCI Wealth Advisors's LGI Homes position peaked at $9K in Q2 2021.
224 funds tracked by Wall St. Rank held LGI Homes as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.